RFA
Resurgent Financial Advisors Portfolio holdings
AUM
$182M
1-Year Return
18.61%
This Quarter Return
+10.35%
1 Year Return
+18.61%
3 Year Return
+72.04%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.33%
Holding
125
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$13.1M |
| 2 |
Apple
AAPL
|
$8.84M |
| 3 |
Microsoft
MSFT
|
$6.64M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$4.76M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$3.27M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.35% |
| 2 | Financials | 10.39% |
| 3 | Healthcare | 6.81% |
| 4 | Energy | 6.1% |
| 5 | Consumer Discretionary | 4.69% |
